Stephany Kirkpatrick, CFP®
Stephany Kirkpatrick, CFP®
Stephany Kirkpatrick, a Certified Financial Planner, is a successful entrepreneur known for her ability to tackle game-changing problems across various industries. With over a decade of experience in start-ups, transformation, and growth strategies, Kirkpatrick has raised and exited over $800M in value, solidifying her reputation as a savvy and experienced business leader.
Kirkpatrick is a graduate of Pepperdine University where she studied International Management & Spanish, and is also an alumna of the Yale School of Management where she pursued further studies. Additionally, Kirkpatrick earned a Certificate in Personal Financial Planning from UCLA.
Throughout her career, Kirkpatrick held numerous executive positions, including Vice President Digital Products at Northwestern Mutual, General Manager at LearnVest, Inc., and General Manager of Digital Strategy at SoulCycle Inc. She also previously served as Director of Retirement Planning at Pension Architects and General Assembly Course Instructor for Personal Finance.
Kirkpatrick's most recent venture is Openly, a company she founded and currently leads. Openly is a modern, tech-enabled platform that focuses on delivering the best experience possible for independent P&C agents.
Kirkpatrick's expertise and experience lie in launching new lines of revenue, driving innovation, and developing transformational and growth strategies. She is passionate about helping people understand personal finance and has dedicated time and resources to teach financial literacy at General Assembly.
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Thanks to everyone that attended our chat on open finance! Was extra fun to discuss this topic following the earlie… https://t.co/ac4hHSOi6W